Active Trader Services Specialist — Client Education & Support

Fidelity Investments; North Smithfield (RI); On-site; USD 70,000 - 100,000; Full time

Job summary

Fidelity Investments in Rhode Island is seeking an experienced client service professional to support active traders, guide them through markets, and answer trading-related questions. The role emphasizes building trusted relationships through inbound client interactions and education to help clients make informed investment decisions.

The position requires FINRA licenses (Series 7 and Series 63), with Series 4 preferred.

Qualifications

• Series 7 and 63 licenses are required; Series 4 is preferred.
• Experience in financial services, brokerage operations, or trading support.
• Strong communication skills to explain trading concepts clearly to clients.

Responsibilities

• Support active traders by guiding them through market activity and trading-related questions.
• Build trusted relationships through inbound client interactions and education.
• Identify opportunities to connect clients with trading tools, resources, and solutions.

Skills

Series 7 license

Series 63 license

Series 4 license

Financial services experience

Excellent communication

Job description

Fidelity Investments in Rhode Island is seeking an experienced client service professional to support active traders, guide them through markets, and answer trading-related questions. The role emphasizes building trusted relationships through inbound client interactions and education to help clients make informed investment decisions.

The position requires FINRA licenses (Series 7 and Series 63), with Series 4 preferred.